How do you record a wire transfer from a customer in AR? In AP there is the selection drop down for Wire Transfer, but not in AR. I read if we use ACH/Credit Card, it doesn't post to BR. So do we use Cash and if so, how/where do we enter the long 15 digits…
Hi, I'm doing an analysis of credit card fees, with the intent of beginning to charge my Net 30 customers a fee for using a credit card to pay their invoice. I doubt it's possible, but is there some sort of report, or series of reports, I could run that…
We desire to document customer contact/communications regarding specific past-due invoices in Accounts Receivable. Is there a facility to do this at the invoice level?
Frequently, we receive verbal confirmation from a customer that a past-due invoice…
Many of the posts here refer how to recall and void a progress billing when voided in AR.
Our issue is the unitary billing was voided in AR.
When trying to void the Unitary Billing, get an error "Can't Void Paid/Void Invoices". Is there a fix of to…
When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…
Can someone tell me how to remove finance charges from a customers account? I will say upfront that I have been in sales for many years and was recently given AR with no training so I am learning as I go here... I did go in and turn off finance charges…
I am running Sage 2021 and have managed to get two people into the same batch for doing Credit Card transactions with Paya. Any attempt to add a third person will not work. What is the preferred method for allowing users to run a stored card for a client…
I am getting an error message while trying to import AR_InvoiceHistoryDetail records into Sage 100 2021 from Sage 100 2018. Error #112 Keyed File Error (Record Key Size Invalid), I got an error during month end close about an open invoice in the system…
Hi There.
We are discontinuing a service with one of our Sage consultants. We wish to take on Transaction integration inhouse (SQL environment).
What is the best way to go about this? Do we have to use a consultant, or can we adapt this technology…
Every year I have to change AR Customer default price list. We have 90K customers and import from excel takes more than 72 hours. Hardware is definitely not an issue since ship to locations are updated for less than 12 hours. Using minimum of data in…
Hello,
I posted an AR invoice to the wrong customer, so I went back in to Invoice Data Entry and adjusted the invoice to 0, using the same miscellaneous item codes. I then posted the invoice to the correct customer. The two GLs involved are only showing…
Hi,
I run a net sales report from AR explore=>customer history invoices view. I use the invoice total minus sales tax, which gives me the net sales for that period. However, this number does not tie my income statement number. My June net sales total…
We have a customer who placed two orders. They used part of the materials in both orders and then returned some of the items. Both invoices have been fully paid. I also need to charge a restocking fee, which I have never done.
- Return the material…
I have been able to successfully import an Invoice batch of customer statements from a subsystem into Sage 500 AR and then post this batch. This batch consist of driver account invoices (fees and charges) and offsetting credit memos (redeemed CC script…
I was recently asked if there was a way that one could change the default sorting method for the selection of documents in an A/R Receipt Entry. It defaults to "Order By: PO Number" however, it was requested that I change this to default to "Order By…
I have a customer that has a large credit on their account. They haven't been ordering very much, so they want me to pay out the credit. How do I cut a check for an AR Credit Memo? We are using Sage 2015.
Hi,
An invoice was created, and a payment was made towards that invoice zeroing it out. On a later date, we do a Credit memo to the account as a refund, how do I get the account balance back to $0.00? as opposed to a credit on the account?
When trying to apply a prepayment to an invoice, "Balance" is pre-entered on line 1 under Invoice NO. and will not allow me to apply the prepayment to the invoice.
Can someone help with this?
When looking up a customer's invoices under customer inquiry, there is a positive pre-payment. How can I fix this, and if possible can anyone tell me how that happens,so I can prevent it from happening in the future?
When looking up a customer in customer Inquiry it shows they have an open invoice. When I go to apply a payment to that same invoice in cash receipts entry, the invoice is showing a $0.00 balance. I've looked through all open batches to ensure nothing…
Is there a way to set the format for phone numbers?
Each sales person has a different way to enter customer and so we end up writing spaces, dashes, parentheses, etc in the AR_Customer table.
I would like to set a format so that all phone numbers…
My client needs more space in the Comments section for an Invoice. 100 characters is simply not enough. They would also like a comments field for each invoice detail line as well.
Hi all, ever since we upgraded to Sage 2018 and now 2020 we are having issues with the Aged Trial Balance Reports mainly in AR. When running open for a customer the report now lists $0 adjustments. If we uncheck adjustments they of course are not listed…
